Archive for the ‘Dynamics 365’ category

Dynamics 365 re-imagine your business with Synergy Software Systems

March 24th, 2020

Re-imagine your business processes to enable digital transformation within your organizations. This video shows how iMcrosoft Dynamics 3M65 unifies CRM and ERP capabilities into intelligent applications that work seamlessly together across marketing, sales, operations, customer service and field service.

It also shows the seamless integration of Office 365, as well as what is possible for your business when using HoloLens as well as IoT devices with Dynamics 365 – all to help you engage your customers in new ways, empower employees, optimize operations and transform your products and services.

Microsoft’s free cloud-to-cloud migration tool, Mover, available to Microsoft 365 customers worldwide,

March 3rd, 2020

Microsoft’s free cloud-to-cloud migration tool, Mover, is “now available to Microsoft 365 customers worldwide,” Microsoft announced earlier this month. Mover is both a tool (a Web app that runs in a browser) and the name of the company based in Edmonton, Alberta, Canada that Microsoft bought in October. Typically, it’s used to move content and file shares from a cloud service to Microsoft’s OneDrive and SharePoint Online services.

The Mover migration tool can be used by organizations as a “self-service” solution for moving so-called “third-party” (non-Microsoft) cloud-based content to Office 365 services. Mover and Microsoft’s FastTrack partners also offer migration support services for some organizations.

The Mover tool supports other cloud services, as well. Box, Dropbox, Egnyte, Google G Suite and Amazon WorkDocs are supported. It’s described by Microsoft as a free tool for all Microsoft 365 customers. Likely, Mover is not a free tool when moving content to non-Microsoft cloud services, though.

Currently, Mover doesn’t have support for Office 365 government cloud moves, according to Microsoft’s announcement.

Microsoft’s FastTrack partner service, offering onboarding and migration support for moves to Microsoft 365 services, uses both the Mover tool and the SharePoint Migration Tool (SPMT), . FastTrack can be used by all Microsoft 365 subscribers and by Office 365 subscribers with more than 150 seats, according to this Microsoft FAQ document.

. Mover is just for cloud-to-cloud migrations. SPMT is used for moving SharePoint Server content (on the customer’s servers or “premises”) to SharePoint Online. Currently, the SPMT supports moving SharePoint Server 2013 and SharePoint Server 2010 content. Sometime this year, Microsoft expects to also have support in the SPMT for moving SharePoint Server 2016 and SharePoint Server 2019 content.

Microsoft introduced its Migration Manager tool during the November Ignite talk. Migration Manager, accessible via the SharePoint Admin Center portal, is still at the preview stage.

Currently, Migration Manager “does not support the migration of content from SharePoint Server,” according to the document (although that’s part of Microsoft’s stated roadmap plans). In addition, Migration Manager “currently supports only the migration of file shares.”

Migration Manager is designed to solve the difficulties that organizations have when carrying out SharePoint migrations across multiple machines. It’s used to set up clients and create a list of migration tasks. Migration Manager also has reporting capabilities, and it permits IT pros to monitor the progress of a migration.

Microsoft’s three migration tools — Mover, SPMT and Migration Manager — are somewhat siloed. Microsoft’s general aim is to make large migrations easier for organizations, .

Dynamics 365 Human Resources

February 3rd, 2020

Talent is no more – effective February 2020, the new name is Dynamics 365 Human Resources,

The application, will release a range of features in April 2020 in areas like: benefits management, leave management, and sick leave.

Anther key update will come in wave 2 in September 2020 to maintain HR data in the Common Data Service for automating a lot of processes in HR. One of the modules they bought is https://www.fourvision.com/solutions/d365-hr

As part of the re-positioning of D365HR, Microsoft published a new video about the product. The focus is on engaging employees and “pro-actively enrich their careers”.

Employees have a self-service workspace for skills and competencies management. HR professionals track employee development and a micro and macro level, including evaluation of broad skills needs and gaps. They can design performance review templates to be used by managers. Employees are then provided with training based on the company’s needs, and their participation can be tracked within the system. HR pros can also use the system to search for internal candidates for open positions.

Kay aims:
• Transforming employee experiences: Empowering employees with modern, mobile, mixed reality, self-service experiences that enable information access, guided learning, and task execution without requiring intervention from HR.
• Optimizing HR programs: Improving people operations with optimized benefits, compensation, leave and absence, certifications and training, compliance, and payroll programs.
• Improving organizational agility: Helping people thrive as the business changes with adaptable, secure, and scalable HR solutions that are easy to tailor, extend, and connect to current systems.
• Enabling workforce insights: Centralizing HR data to get insightful people analytics and guidance delivered by Microsoft’s leading business intelligence and AI technology.

Synergy Software Systems offers a GCC localized Payroll for Dynamics 365, and for Ax 2012. There is also a HR Admin module, that already provides many self service workflows required for this market, and extensive SSRS reports and Power BI analysis.

For more information: 0097143365589

Dynamics 365 licenses enforcement

February 3rd, 2020

Dynamics 365 Finance and Operations is updating its license enforcement to prevent access to menu items for which users are not licensed.

Licenses are now defined for D365 Finance, Supply Chain, and Commerce (Retail). Microsoft will control these tools but will not turn these on by default.

Team Member Licensing + Enforcement
• Customer Service Team Member App Module – a new app module for Team Member users. This will enable access in line with Team Member usage rights for: creating cases, read / update the user’s own cases and search / view knowledge articles.
• Sales Team Member App Module – a further new module for Team Member licenses that will support: viewing customer details, viewing leads / opportunities on a customer record, create / view activities for customer record, or on related leads or opportunities.
• License Enforcement – license-based access will restrict Team Member users to new designated app modules for Customer Service Team Member, Sales Team Member and Project Resource Hub.
• From April 2020, Team Member licenses purchased after 1 October 2018 will no longer be able to access Customer Service Hub, Sales Hub or custom app modules. Prior to this, administrators can enable enforcement within their environments to preview the impact for end users.

Dynamics 365 Wave 2 April 2020 start planning……..

January 28th, 2020

The first release wave of 2020 for Dynamics 365 in April will contains hundreds of new features across Dynamics 365 applications including: Sales, Marketing, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce and Business Central.

During April 2020, Microsoft will turn on all environments to receive the 2020 release wave 1 features.
The updates will be deployed on your environments automaticallyfollowing their Safe Deployment Process (SDP).

Dynamics 365 Finance, Dynamics 365 Supply Chain Management, or Dynamics 365 Commerce:
- You can configure the maintenance day and time windows in Lifecycle Services (LCS).
- You’ll receive an email if you opt in to receive LCS notifications.
- You’ll be able to select the designated tier 2 sandbox for the update.
– The sandbox environment will be updated followed by the production environment.

You’ll have five business days for testing and validation.

So its important to consider testing and training with previews beforehand.

If you need consulting resources to assist, with testing and training in new features during April there is only a 5 day window and all customers will be upgraded in April so plan ahead to schedule any consulting resources you may need,

The downloadable PDF will be available on January 31, 2020.
Highlights from Customer Engagement applications include:
Dynamics 365 Sales continues to focus on user experience and sellers productivity improvements.
Dynamics 365 Sales Insights expands focus to include inside sales scenarios and enhances conversation intelligence capabilities. New features include deeper conversation analysis with emotion detection to enable sellers with the information they need, when they need it.
Dynamics 365 Customer Service expands agent productivity tooling to help organizations evolve a proactive and predictive service model.
Dynamics 365 Customer Service Insights optimizes the customer service experience through AI with new capabilities including richer integration with Power Virtual Agents and access to the insights data for in-depth analytics.
Dynamics 365 Field Service improves effectiveness through a new resource scheduling dashboard, integration with Dynamics 365 Supply Chain Management, and technician time entries.
Dynamics 365 Marketing remains focused on enabling marketers by enhancing product usability, personalized marketing capabilities with dynamic content for contacts, and integration scenarios with third-party content management systems and Microsoft Forms Pro.
Dynamics 365 Customer Insights enhances data profiling enrichment and segmentation capabilities, helping organizations better understand their customer data and derive actionable insights to drive business processes.

Highlights from Dynamics 365 Operations, Finance, Commerce, and HR applications include:
Dynamics 365 Human Resources expands capabilities for human resources professionals, employees, and managers in leave and absence and benefits management programs.
Dynamics 365 Commerce strengthens the personalized, omni-channel experience for consumers by adding e-commerce, providing smart product recommendations, and enhancing clienteling.
Dynamics 365 Fraud Protection helps merchants increase revenue and reduce fraud losses and costs while improving the consumer’s online check-out experience by releasing two new services, account protection and loss prevention.
Dynamics 365 Finance releases enhancements to: country-specific tax, invoicing, payment formats, and regulatory reporting capabilities to help global organizations stay compliant with newly introduced local regulations.
Dynamics 365 Supply Chain Management helps organizations reduce operational costs by: introducing customer self-service experiences, enhancements to asset management, and the new on-hand inventory service for inventory visibility across Dynamics 365 and other legacy systems.

Power Platform
New Power Platform capabilities combine Power BI, Power Apps, Power Automate, Power Virtual Agents, and the Common Data Service into an unmatched palette of tools to analyze data, build solutions, and automate processes. This release includes robotic process automation (RPA) capabilities in Power Automate, to automate rule-based tasks with point-and-click simplicity supporting on-premises or cloud-based apps.

Power Apps gains significant improvements for developers of all skill levels, improving the sophistication and usability of apps that are created across the web and mobile devices.

Microsoft business intelligence simplifies how organizations derive insights from transactional and observational data. It helps organizations create a data culture where employees can make decisions based on facts, not opinions. In this release wave, Power BI invests in four key areas including: intuitive experiences, a unified BI platform, big data analytics, and pervasive artificial intelligence (AI).

Early access available Feb 3, 2020
Test and validate new features and capabilities that will be a part of the 2020 release wave 1, coming in April, before they get enabled automatically for your end-users

General availability April 1, 2020 Production deployment for the 2020 release wave 1 begins. Regional deployments will commence on April 3, 2020.

Model-driven apps in Dynamics 365: The 2020 wave 1 release does not apply to customers of Dynamics 365 Customer Engagement (on-premises). The 2020 release wave 1 release will be applicable for the customers of both commercial and the Government Cloud.
Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, or Dynamics 365 Business Central: The 2020 wave 1 release is applicable for customers of Finance + Operations (on-premises) as well. You can opt in to preview the new functionalities similar to online.
industry accelerators are included in this wave:

Nonprofit accelerator enables you to develop nonprofit solutions based on entities and attributes that nonprofits commonly leverage for constituent management, fundraising, awards, program delivery, and impact tracking.
Financial services accelerator enables you to quickly develop solutions based on entities and attributes that banks commonly leverage for customer experience and other business processes. These entities include banks, branches, financial products, loans, referrals, limits, requested facilities, and more.
Health accelerator allows you to build solutions and create new use cases and workflows with entities focused on enhanced care coordination and the ability to segment patients and providers based on Electronic Medical Record (EMR) data.
Automotive accelerator enables you to quickly develop solutions based on entities and attributes that dealerships and OEMs commonly leverage for customer experience and other business processes. These entities include deals, sales contracts, specifications, fleet, warranties, inspection, test drives, branding, business, customer-vehicle relationship, vehicle and equipment, lead, service and after-sales management, and more.

Microsoft yesterday announced plans to establish a new cloud datacenter region in Qatar

December 15th, 2019

Microsoftannounced plans to establish a new cloud datacenter region in Qatar to deliver its intelligent, trusted cloud services and expand the Microsoft global cloud infrastructure to 55 cloud regions in 20 countries. The new region is anticipated to be available starting with Microsoft Azure in 2021, and Office 365, Dynamics 365 and Power Platform to follow.

The announcement was made by HE Minister of Transport and Communications Jassim Saif Ahmed Al-Sulaiti and EVP and President, Microsoft Global Sales, Marketing and Operations, Microsoft Corp., Jean-Philippe Courtois. HE the Minister said in his opening remarks, “This collaboration with Microsoft comes as part of accelerating the efforts led by the Government of Qatar to implement the country’s digital transformation agenda and build a knowledge-based economy as laid down in the Qatar National Vision 2030.”

Government entities, organizations, public and private enterprises and developers will have access to scalable, highly available, and resilient cloud services to accelerate their digital transformation journeys – better engage customers, empower employees, optimize operations, and transform products and services – from the new cloud region in Qatar. The new cloud region is anticipated to play a pivotal role in bridging the skills gap in Qatar. Microsoft is also collaborating with the Qatar Digital Government to launch a nationwide upskilling program that will train government employees enhancing their technical acumen in cloud technologies.

The new cloud region will adhere to Microsoft’s trusted cloud principles and become part of one of the largest cloud infrastructures in the world, already serving more than a billion customers and 20 million businesses. Microsoft’s cloud services are compliant with the European Union’s General Data Protection Regulation (GDPR) and are certified for a large portfolio of international security and privacy standards, some of which form the basis of Qatar government policies, including the Ministry of Transport and Communications’ National Information Assurance Policy and the Cloud Security and Information Privacy Protection regulations.

The new Microsoft region in Qatar will offer Microsoft’s scalable, trusted and reliable cloud services combined with in-country customer data residency. Microsoft will help empower customers through its deep expertise in protecting customer data to meet extensive security and privacy requirements as well as the broadest set of compliance certifications and attestations in the industry.

This news follows the recent announcement at QITCOM 2019, where MOTC announced its choice of Azure as its preferred cloud platform – a collaboration the two sides see as an opportunity to encourage government entities and institutions in Qatar to embark on or continue their digital transformation journey.
Microsoft Azure is an ever-expanding set of cloud services that offers computing, networking, databases, analytics, and Internet of Things (IoT) services. Office 365 enables cloud-based productivity with email, collaboration, conferencing, enterprise social networking and business intelligence. Dynamics 365 and Power Platform is the next generation of intelligent business applications that enable organizations to grow, evolve and transform to meet the needs of customers and capture new opportunities.

Microsoft has accelerated the pace of global expansion with the opening of cloud regions in five new markets in 2019, including being the first global cloud provider to deliver services from datacenter regions located in Africa.

Dynamics HR, and Talent, recent updates- December 2019

December 7th, 2019

Microsoft will continue investing in operational HR solutions with the erp version with a Dynamics 365 Human Resources to be released early next year on February 3, 2020.

This builds on the current core HR capabilities that are in Dynamics 365 Talent today
. It’s a branding and marketing change for core HR capabilities.
Microsoft will also be incorporating the ‘Ax’ partner adds on from Dynamics partners Four Vision, and Elevate, to further enhance the offering within leave and absence, time and attendance, and benefits administration. These new capabilities will begin rolling out within Dynamics 365 Human Resources in early 2020.

Expected updated licensing.

Microsoft recently announced, via a blog post. the decision to retire the Dynamics 365 Talent: Attract and Dynamics 365 Talent: Onboard apps on February 1, 2022, They will transition Attract and Onboard customers to a solution of their choice. This does not affect those who only use the core Talent module.

To allow time to opt-in, Dynamics 365 customers that are entitled to but are not currently using Attract or Onboard will have until February 3, 2020 to notify Microsoft that they intend to implement Attract and/or Onboard. You can opt- at any point between December 6, 2019 and February 1, 2020. If you are not currently using Attract and/or Onboard and want to opt-in to ensure service availability until February 1, 2022, submit a support ticket before 1 Feb 2020.

Meanwhile Synergy Software Systems continues to implement and support its own GCC localised HR and Payroll module built inside both Dynamics Ax 2012 and Dynamics 365 , and proven with around 50 company implementations.

Revenue recogntion Dynamics 365 – ask Synergy Software Systems, Dubai

November 26th, 2019

The new revenue recognition standard is for compliance with ASC 606 and D365FO. it became available last month in generally release 10.0.5
To use this feature enable the module through license configuration when in maintenance mode.
System administration> Setup> License configuration. ( or go to the home page and use Advanced Search. Type “license configuration” and click on the “License Configuration” option.) Find the revenue recognition module under the General ledger node and select the module so that it is available for use.

To use the functionality set up schedules under Revenue recognition / Setup / Revenue schedules.
Set up five new posting types have been added to the inventory posting set up.

This video explains the basics of revenue recognition in Dynamics 365 Finance and how it’s used on sales orders. Customers will learn how different revenue schedules can be defined per item and how revenue schedule details are created upon invoicing a sales order.

Azure Arc in preview manage hybrid data across cloud platforms……

November 16th, 2019

Now in preview, Azure Arc helps simplify enterprise distributed environments by managing everything via Azure services (like Azure Resource Manager). Connecting hybrid infrastructure via Azure Arc improves security for users via automated patching, and provides improved governance, with everything ‘under one roof’. Azure Arc, a tool that lets organizations manage their data on: the Microsoft Azure cloud, Amazon Web Services (AWS), Google Cloud Platform or any combination.

Microsoft says that deployments can be set up “in seconds” via Azure data services anywhere, a feature of Azure Arc.

Azure Arc also supports Kubernetes clusters and edge infrastructures, as well as on-premises Windows and Linux servers.
No final release date yet but there is a free preview of Azure Arc .


Azure Synapse – BI for petabytes of data

November 11th, 2019

Microsoft introduced Azure Synapse Analytics last week as , the “next evolution” of Azure SQL Data Warehouse.

It promises better performance and more capabilities, than Azure SQL Data Warehouse, and existing customers will “automatically benefit” from the enhancements that are now in preview.

Azure Synapse is a “limitless” analytics service, and accommodates all data warehouses, data lakes, machine learning, and BI needs, either with a serverless or provisioned resources approach.

Among the benefits of Synapse:
• The service can query both relational and non-relationship data using SQL
• It can “apply intelligence” over all data, including Dynamics 365, Office 365 and SaaS services that support the Open Data Initiative
• It offers a unified experience for data prep, data management, data warehousing, big data, and AI
• Privacy and security features include: automated threat detection, always-on data encryption, column level security, and dynamic data masking

In an Ignite demo, Rohan Kumar, Microsoft corporate vice president for Azure Data claimed a petabyte scale query across multiple data sources ran in Synapse in 9 seconds, versus over eleven minutes in Google’s BigQuery. He also claimed that both AWS Redshift and BigQuery degrade more as concurrent load increase

Micorsoft Power Platform Enhancements -ask Synergy Software Systems

November 11th, 2019

• Microsoft Flow is renamed to Microsoft Power Automate, to better align with the Microsoft Power Platform.
Robotic process automation (RPA) is added to Microsoft Power Automate, to deliver end-to-end automation solutions that span AI, APIs, and UI on the Microsoft Power Platform.
Microsoft Power Virtual Agents—a no-code/low-code app that allows anyone to create, and to deploy, intelligent, AI-powered, virtual agents.
Many security enhancements for Microsoft Power BI, no matter where analytics data is used and accessed.
Microsoft Power Platform and Microsoft Teams, As organizations encourage a data-driven culture, it’s important they break down silos and ensure that the right people in the organization have the data they need to be involved in the decision-making process. Teams and Power Platform brings together the best of workplace collaboration and data-driven business into one place.

Power Platform applications dashboards, apps, and automations are available within Teams, so they are easier to find, share, and use on an everyday basis. The conversational nature of Teams enhances how users interact with Power Platform applications. Adaptive cards and bots let users engage with these tools directly through conversation. This integration gives IT Administrators high fidelity control and prioritization of features.

Power Apps creators can publish their apps directly to their company’s app library in Teams. By the end of 2019, users will be able to pin Power Apps to their Teams left rail, to provide easy access to regularly used apps.

New triggers and actions for Power Automate are available within Teams to streamline the completion of common team and personal tasks, such as scheduling focus time, and automating document approvals.

New features coming to Power BI next year include the ability to create rich adaptive cards in Teams conversations, to help users see and act on their data. An improved Power BI tab experience in Teams will make it easy to select the correct reports..

The American Red Cross is leveraging Power Platform integration with Teams to improve disaster response times.

• New, prebuilt models for AI Builder to add more advanced AI models to Microsoft Power Automate and Microsoft Power Apps.

These new features and products provide the Power Platform with an unmatched set of capabilities that enable everyone to: analyze, act, and automate across their organization, so as to transform businesses from the ground up.

Customer data platform – Hospitality

November 4th, 2019

The hospitality industry, is built on the premise of welcoming and delightful experiences for guests and patrons.

Advancements in technology have led to more automated and self-service functions across hospitality organizations like online booking and reservation. However, it is important not to lose the personal touch and service that makes a travel, entertainment, or dining experience so memorable.

With the vast amount of data already available to organizations today, the hospitality industry can refine its approach to customer engagement, and leverage customer data and insights to empower every employee to deliver exceptional experiences to guests.

Customers have more options available than ever and are increasingly more selective. They expect brands to use their data to personalize recommendations and experiences and are even willing to pay more for a personalized experience. Engagement should not only be personalized, but also convenient, guided and consistent across every channel, to provide guests with the same, seamless and intelligent experience at every touch point – whether online, mobile app, phone, or in person.

Harness customer data generated at every interaction: website activity, search histories, previous visits, social engagement, transactions, and more – hospitality organizations can better understand their customers in order to anticipate and serve their needs.

What might a data-driven engagement strategy achieve in the hospitality industry?:

Restaurants
• Unified customer profiles enable hosts and servers to provide highly personalized service – they already know a guest’s drink or table preference or food allergies
• Analyze customer data to predict churn and to trigger personalized dining offers to guests who haven’t been back in a while
• Make informed changes to menus, events, or specials based on guests’ preferences and response

Hotels
• Empower every employee, from reservation agents to onsite hotel staff, with holistic customer profiles that enable personal engagement at every touch point, like knowing a guest’s preferred room location, or special requests before they need to ask
• Seamlessly connect online and offline experiences like hotel staffhaving a customer’s name and reservation details surfaced as soon as they call in about a booking made online
• Use search data and previous stay history or preferences to deliver personalized follow-up. Offer previous guest a loyalty offer for a discounted rate at another location they searched;
• Make better, timely, informed business decisions and adjustments to offerings based on rich customer insights and feedback.

Airlines
• Providing personalized ticket pricing based on customers’ past spending behaviors, or search criteria,
• Create a consistent and intuitive experience across all channels, enabling customers to engage how and where they want to, from website to call center to mobile app to in-flight experiences
• Deliver highly personalized service at every interaction when a reservation agent already knows a customer’s preferred seating choice and meal selection when booking a flight
• Proactively identify and engage at-risk customers who had a bad travel experience by sending a tailored loyalty offer or discount

Deliver an exceptional, personalized guest experience from the first interaction to post-visit helps secure guest loyalty and keeps them coming back, increasing brand advocacy and customer lifetime value.

According to a recent report by McKinsey, guests report being 61 percent more willing to recommend a hotel that gets the entire customer experience right, versus those that merely focus on individual touch points.

How a customer data platform will help

Hospitality organizations can collect customer data across many systems and channels that guests interact with. Yet without the ability to effectively unify and interpret all of this data at scale, it can be difficult or impossible to derive the holistic customer profiles and actionable insights necessary to deliver a hyper-connected, personalized guest experience.

With a customer data platform (CDP) like Microsoft Dynamics 365 Customer Insights, organizations can bring together customer data from all sources to gain a truly 360-degree view of customers, leveraging artificial intelligence and machine learning to unlock rich insights that increase customer loyalty and lifetime value with personalized experiences across all channels

Dynamics 365 Dynamics 365 Customer Insights – Customer data platform

November 4th, 2019

The CDP Institute’s latest research indicates that 34 percent of B2B companies plan to start deploying a customer data platform (CDP) in the next year, compared with just 19 percent of B2C companies.

B2Bs have significantly longer and more complex sales cycles that create huge volumes of data, and the relationship-driven nature of B2B business requires a persistent and holistic view of the customer across the entire customer journey.

B2B buyers are changing the rules of the game. Accustomed to fast, frictionless, and personalized buying experiences in their everyday life as a consumer, they bring those high expectations to their roles as B2B buyers. They are technically savvy and comfortable engaging via digital channels, which means their data is scattered across different systems.

Without unified customer data, it’s impossible for companies to personalize experiences with B2B decision-makers.

A CDP provides B2B organizations with the means to unify customer data and gain a complete view of customers. This unified data is the foundation for gaining insights, from better account segmentation to predictions about customer behavior, that drive intelligent and personalized experiences.

A CDP brings together customer data from all sources – CRM, ERP, email, website, POS, cases, partner systems, firmographics, and social networks like LinkedIn – and performs identity resolution at the contact and account level to generate unified profiles for individuals and accounts.

The data combined with AI generates insights – accounts to target, content to share, products to recommend, and the best time to call. Insights are activated when they are integrated with business applications and tools like sales applications, marketing applications, workflow, and analytics. In today’s fast-paced, competitive environment, a robust CDP is an essential tool for delivering personalized B2B experiences:

Account-based marketing – Complete customer profiles and the resulting intelligence lead to better prioritization of high-potential customers and alignment of B2B sales and marketing teams in delivering coordinated and personalized experiences.
Sales enablement – Organizations that equip their B2B sales team with rich customer data, curated content, and insights from across the customer journey, without salespeople having to search for it, can have more intelligent conversations, deepen relationships, and be more productive.
Recommended next best action and automated workflow – Proactive recommendations and automated processes based on unified customer profiles including product usage data, ensure a well-orchestrated customer journey. For example, when product trial usage exceeds a threshold, an alert is automatically sent to the salesperson to follow-up with a call.

To deliver personalized experiences at scale, needs a firm foundation on which to better understand and engage target customers. Microsoft’s CDP solution, Dynamics 365 Customer Insights, is a pre-assembled and ready-to-go CDP solution that helps B2B organizations achieve a 360-degree view of customers and deliver personalized omnichannel experiences, making B2B experiences as engaging as B2C experiences.

SnapLogic iPasS integration as a service – from Synergy Software Systems.

October 20th, 2019

Business Intelligence Managers/Analysts, Data/ETL Engineers, and Information/Data Architects are tasked with empowering business users to make use of
data to drive smart decisions and innovations. Data-driven initiatives can be challenging considering the explosion of data volumes due to the proliferation of sensors, IoT, and mobile computing.

Moreover, a growing number of groups within the business want access to fresh data.

To fully harness their data, organizations must also have a cloud strategy for their digital transformation efforts, namely to migrate data from
on-premises environments to the cloud. Considering the tremendous business value of unlocking that data, it’s imperative to prioritize and streamline these
data integration and migration projects.

Gone are the days when IT needed hundreds of coders to build extract, transform, load (ETL) solutions and then maintain those by writing more code. Modern integration platforms eliminate the need for custom coding. Now, data integration projects deploy and scale, often as much as ten times faster.

iPaaS platforms ease the pain because they’re designed for flexibility and ease of deployment for any integration project. A drag-and-drop UX coupled with a powerful platform and hundreds of pre-built connectors out of the box.

The connectors are always up-to-date, so the IT organization doesn’t spend an inordinate amount of time maintaining every integration by hand. This saves an incredible amount of time, money, and frustration across the team and projects and greatly reduces risk.

Not all integration platforms are created equal. Some do simple point-to-point cloud app integrations while others transform large and complex data into a data lake for advanced analytics. Some stgill require extensive developer resources to hand-code APIs while others provide self-service, drag-and-drop offerings that can be used by IT and business leaders alike. Some are best for specific tactical projects while others provide a strategic, enterprise-wide platform for multi-year digital transformation projects.

Organizations must address four key steps during the data migration and integration process:
1. Capture data that supports both the known use cases as well as future undefined use cases (think IoT data to support a future machine learning
enabled use case).
2. Conform inbound data to corporate standards to ensure governance, quality, consistency, regulatory compliance, and accuracy for downstream
consumers.
3. Refine data for its eventual downstream application and/or use cases (once its been captured and conformed to corporate standards).
4. Delivery of data needs to be broad and prepared to support future unknown destinations.

For decades, IT has been tasked to manage integration projects by writing tons of custom code. This onerous task is even more complex with the proliferation of SaaS applications, the surge in big data, the emergence of IoT, and the rise of mobile devices. IT’s integration backlog has exploded. Not only is the deployment too much work, but there is a growing cost to maintain all of the integrations.

Deploying a tactical or departmental data warehouse solution should take days, not months. Moreover, enterprise-wide data transformation projects should take months, not years.

The best data integration platforms:
- Support multiple app and data integration use cases across cloud, on-premises, and hybrid deployments
- Offer the flexibility to be used in cloud, hybrid, or on-premises environments, regardless of the execution location
- Provide a self-service user experience aided by AI, machine learning, hundreds of pre-built connectors, and integration pipeline
templates (patterns) resulting in greater user productivity, and faster time-to-integration
- Have an underlying, scalable architecture to grow with evolving data and integration requirements
- Support different data modes such as streaming, event-driven, real-time or batch

The SnapLogic iPaaS offering is functionally rich and well-proven for a variety of use cases. It supports hybrid deployments and provides rich and differentiating features for analytics and big data integration (Hadooplex). Clients score SnapLogic as above average for cloud characteristics, functional completeness, ease of use and ability to meet SLAs.” Gartner

SnapLogic is a U.S.-based integration platform company. In mid-2013, it transitioned from a traditional software business to an iPaaS model with the release of the SnapLogic Elastic Integration Platform which provides a large set of native iPaaS capabilities that target the cloud service integration, analytics and big data integration use cases.

The flagship Enterprise Edition features a set of base adapters (Snaps), an unlimited number of connections and unlimited data volume.

Synergy Software Systems has been an Enterprise Solutions Integrator in the GCC since 1991. We are pleased to announce our formal partnership to represent Snap Logic in the MEA region.

Do you need to integrate with Azure? with SAP Data Warehouse Cloud? with Workday? With Odette compliant auto mamufacturers………..?.

To learn more call us on 009714 3365589

Dynamics Ax 2012 and Ax 2009 -time for a Synergy Software Systems Health check?

October 8th, 2019

Many Dynamics Ax customers are still to make the transition to Dynamics 365.
Upgrading an Enterprise erp system needs planning, and executing across multiple companies and geographies needs time and resources. There may be extensive vertical solutions to upgrade from layered code to extensions and he company may already be involved with other projects.

Meanwhile its current systems need to be optimised, maintained and leveraged to support new disruptive challenges. Over time, experienced skilled staff from the initial implementation move on and new staff don’t get quite the same training.. That second phase project didn’t happen.
- Maintenance schedules slip.
- New System managers have not been trained.
- Critical patches and kernel updates have not been applied.
- System setting are no longer appropriate for the new data and transaction volumes and ways of working.
- System response seems slower, there are more problems with record locks and system hang.
- Users and managers get frustrated.
- Auditors question the data.
- Meanwhile cybercrime is at an all time high.

Ax 2009, Ax 2012 RTM, Ax 2012R1 and Ax 2012 R2 are already past end of Microsoft support.

Many Ax 2012 R3 will also not be upgrading for at least another year and need to get more from their system.

Your Dynamics AX ERP system is an important investment that is central to the efficiency and profitability of your business. Determining when and why it is appropriate for your organization to undergo a thorough system audit and health check can be complicated. In some instances, a business may not have the proper resources or expertise to conduct a system analysis.

Business decision makers and managers within an organization are susceptible to overlooking critical issues and process gaps because of their close proximity to the business operations. That is why our unbiased insights are so beneficial.

Our System Health Check for Dynamics AX consists of a thorough analysis of various process-related activities and system hardware and resources to identify the source of performance problems. These include: inadequate hardware, improperly configured resources, bad network architecture or poorly written system customizations.

System Health Check:
Evaluate system performance and resources
Review key configurations
Review the management of SQL, log files and history data.

System Audit:
identify process gaps within the system.
Identify unused features
Review how well the system configuration and account structure support the business needs.
Review user issues, and auditor comments.
Security

Development Audit:
Best practice code checks
Slow running reports and queries.
Batch case and workflow management and performance

User audit:
training level, use of system features, attitude /experience, access controls to do what is needed.
Data audit: errors, consistency checks, orphaned records, accounts balance with sub ledgers

In a few days we show you whether you can move forward with confidence, or how to recover a ‘distressed’ project. We deliver on time and on budget – don’t take our word for it ask our customers, ask Microsoft.

We have helped major companies audit struggling implementations, of Microsoft Dynamics Ax and taken them to the next level.

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